DaveF1006
Expert Alumni

Get your taxes done using TurboTax

Please read the following requirements to make the first year election.  There is a lot of material discussed here but the most notable provision is in step 2 of the requirements. Please read this over completely.

 

Individuals making the First-Year Election to be treated as dual-status aliens do not actually qualify for this election until the SPT (Substantial Presence Test)  is met in the following year. Therefore, an individual who wishes to make this election may request an extension to file his or her tax return in order to allow time to satisfy the SPT.  Once the individual has met the SPT, the individual may file a Form 1040 and include a statement indicating they are making the election under IRC § 7701(b)(4).

 

Yes, file the 1040 NR return and request extensions (pay the tax due) for both your Federal and Indiana state returns.  Turbo Tax does not handle filling non-resident returns but our affiliate at Sprint tax does.  Please select the link for further assistance. 

 

@Elena_B 

 

       

 

 

 

 

 

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